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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

43,072 advisers found

Compare advisers as cards or a sortable table with reputation links.

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

FeesReputationProfile
ROCKBRIDGE GROWTH EQUITY MANAGEMENT, L.P.

CRD 299650

Detroit, MI

Advisory firm

LP

$1.84B18 advisorsPercentage of AUM · Performance-based fees +1 moreView
RIA ADVISORS

CRD 150661

Houston, TX

Advisory firm

LLC

$1.84B16 advisorsPercentage of AUM · Subscription fees +1 moreView
SNOWHAWK LP

CRD 325176

New York, NY

Advisory firm

LP

$1.84B8 advisorsPercentage of AUM; Performance-based feesView
KANAWHA CAPITAL MANAGEMENT, LLC

CRD 118458

Richmond, VA

Corporate platform

LLC

$1.84B4 advisorsPercentage of AUM; Fixed feesView
PALISADES HUDSON ASSET MANAGEMENT, L.P.

CRD 109134

Fort Lauderdale, FL

Corporate platform

LP

$1.84B14 advisorsPercentage of AUM; Fixed feesView
LIGHTBAY CAPITAL

CRD 288432

Los Angeles, CA

Advisory firm

LLC

$1.84B24 advisorsPercentage of AUM; Performance-based feesView
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

CRD 115754

Syracuse, NY

Corporate platform

LLC

$1.84B13 advisorsPercentage of AUM · Hourly charges +1 moreView
AZZAD ASSET MANAGEMENT, INC.

CRD 111291

Falls Church, VA

Corporate platform

Corporation

$1.84B12 advisorsPercentage of AUM; Fixed feesView
SILVER OAK SERVICES PARTNERS,LLC

CRD 160904

Evanston, IL

Advisory firm

LLC

$1.84B15 advisorsPercentage of AUM; Performance-based feesView
IMPACTIVE CAPITAL LP

CRD 299445

New York, NY

Advisory firm

LP

$1.84B6 advisorsPercentage of AUM; Performance-based feesView
COALESCE CAPITAL MANAGEMENT LLC

CRD 324179

New York, NY

Corporate platform

LLC

$1.83B20 advisorsPercentage of AUM; Performance-based feesView
OLD ORCHARD CAPITAL MANAGEMENT LP

CRD 170641

New York, NY

Corporate platform

LP

$1.83B12 advisorsPercentage of AUM; Performance-based feesView
INDEPENDENCE SQUARE HOLDINGS, LLC

CRD 300139

King Of Prussia, PA

Corporate platform

LLC

$1.83B37 advisorsPercentage of AUM · Hourly charges +5 moreView
A&M PRIVATE WEALTH PARTNERS, LLC

CRD 331478

West Palm Beach, FL

Advisory firm

LLC

$1.83B23 advisorsPercentage of AUM; Fixed feesView
THE MOLPUS WOODLANDS GROUP, LLC

CRD 114575

Ridgeland, MS

Corporate platform

LLC

$1.83B18 advisorsPercentage of AUM · Hourly charges +3 moreView
ARISTOTLE CAPITAL BOSTON, LLC

CRD 173198

Boston, MA

Advisory firm

LLC

$1.83B8 advisorsPercentage of AUMView
CLOVERLAY INVESTMENT MANAGEMENT, LLC

CRD 277170

Conshohocken, PA

Corporate platform

LLC

$1.83B10 advisorsPercentage of AUM; Performance-based feesView
D2 ASSET MANAGEMENT

CRD 331542

Dallas, TX

Corporate platform

LP

$1.83B9 advisorsPercentage of AUM; Performance-based feesView
HELIX PARTNERS MANAGEMENT LP

CRD 325120

New York, NY

Advisory firm

LP

$1.83B9 advisorsPerformance-based fees; REIMBURSEMENT OF EXPENSESView
BERMAN MCALEER

CRD 332906

Timonium, MD

Advisory firm

LLC

$1.82B14 advisorsPercentage of AUM · Hourly charges +1 moreView
CACTI ASSET MANAGEMENT, LLC

CRD 156131

GA

Corporate platform

LLC

$1.82B1 advisorsPercentage of AUM · Fixed fees +1 moreView
HEITMAN REAL ESTATE SECURITIES LLC

CRD 107134

Chicago, IL

Advisory firm

LLC

$1.82B43 advisorsPercentage of AUM; Performance-based feesView
GORDIAN CAPITAL JAPAN LIMITED

CRD 309108

Tokyo

Corporate platform

Corporation

$1.82B12 advisorsPercentage of AUM · Fixed fees +1 moreView
RIDGEWOOD INFRASTRUCTURE

CRD 291736

New York, NY

Advisory firm

LLC

$1.82B15 advisors% OF CAPITAL COMMITMENTS; WORKING CAPITALView
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